+1,055.3%
DELL vs PFG
+108.9%
+946.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.8% | -6.2% | -5.8% |
| 7D | -1.9% | -3.0% | +1.1% | -0.2% |
| 30D | +14.9% | +2.5% | +12.4% | +13.4% |
| 3M | +37.2% | +6.1% | +31.1% | +31.8% |
| 6M | +254.0% | +31.3% | +222.7% | +198.1% |
| YTD | +306.1% | +33.6% | +272.6% | +236.8% |
| 1Y | +312.3% | +48.5% | +263.8% | +218.8% |
| 3Y | +654.0% | +69.6% | +584.4% | +434.8% |
| 5Y | +1,055.3% | +111.5% | +943.9% | +622.0% |
| All | +1,055.3% | +108.9% | +946.4% | +622.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling